Top charitable giving & philanthropy financial advisors in Ogden, UT

Thomas Tucker is a financial advisor with Edward Jones in Ogden, UT, holding a Series 66 credential and seven years of industry experience. He previously worked at Citibank for four years before joining Edward Jones in 2018. Outside of his advisory role, he is a member of Last Chance Vacation Home LLC, which manages a vacation property in Laketown, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and maintains several affiliated capabilities beyond traditional advisory services.

Tonya Cummings is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Based in Ogden, Utah, she also serves as a notary through her association with Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Micah Scheinberg is a Managing Director and Private Wealth Manager at Merrill Private Wealth Management. He advises ultra-high-net-worth individuals, families, entrepreneurs, professional athletes, coaches, and entertainers on sophisticated wealth management strategies, including portfolio construction, tax-efficient investment planning, alternative investments, and comprehensive wealth preservation. Micah works in collaboration with clients' attorneys, accountants, estate planning professionals, business managers, and other trusted advisors to develop integrated solutions for protecting, growing, and transferring wealth across generations. With over 30 years of experience, Micah began his career as an options trader at Montgomery Securities and later joined Goldman Sachs as a wealth advisor in 1996. He moved to Alex. Brown in 2003, which later became part of Deutsche Bank and subsequently Raymond James. During his tenure, he served as Managing Director and built a practice serving ultra-high-net-worth clients. Micah has been recognized on Barron's America's Top 1,200 Financial Advisors list for 15 consecutive years from 2011 through 2025. Micah earned a Master of Business Administration in Finance from the USC Marshall School of Business and a Bachelor of Arts in Economics from Claremont McKenna College. His personal interests include basketball, boxing, and football.

Garrett Smith is a financial advisor with Ascend Investment Partners in Logan, UT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and has been with Ascend Investment Partners since 2020. Outside of advising, he is involved with ParentingMagic.com, a parental education initiative. Ascend Investment Partners serves individual and high-net-worth clients, as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm uses a structured planning process called the CLIMB method and employs a combination of fundamental, technical, quantitative, and sector analysis alongside tactical and core-satellite asset allocation strategies.

James Smith is a financial advisor with Ameriprise Financial Services LLC in Ogden, Utah, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Raymond James Financial and Christofferson & Palmer, among other firms. He is also the owner of J. Scott Smith Inc., a support company based in Ogden. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.